Estate Planning Basics: Ensuring Your Assets Pass to the Right People

Many individuals mistakenly believe that Estate Planning is only necessary for the wealthy. However, if you possess any assets or property, and don’t want the state to make decisions for you, Estate Planning is essential. The Estate Planning principles that are covered in this class are things you can do on your OWN to ensure your assets are transferred to the right individuals. Below are key topics that will be discussed:

How To Do This on Your Own
The Benefits of Estate Planning
What is a Will
What is Probate
How to Set Up Beneficiaries on Accounts & Property
Should I Establish a Trust